See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,065 | $95,862+30.5% | $79,550+57.2% | $134,475-7.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.64% | -2.69%-16.0pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,496 | $3,128-20.2% | $2,413+3.4% | $4,740-47.3% |
| Participant deferral / active EE | $6,240 | $4,693+33.0% | $3,985+56.6% | $6,400-2.5% |
| Admin fee / account holder | $7,908 | $9,126-13.3% | $6,832+15.7% | $11,426-30.8% |